-11.2%
AXP vs VEU
+12.3%
-23.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | +0.6% | -1.6% | +2.2% | +1.5% |
| 30D | +5.8% | -4.3% | +10.2% | +8.2% |
| 3M | -6.0% | -5.8% | -0.2% | -3.2% |
| 6M | +0.3% | -4.4% | +4.7% | +2.2% |
| YTD | -12.3% | +8.7% | -20.9% | -20.8% |
| 1Y | -11.2% | +12.6% | -23.9% | -23.8% |
| All | -11.2% | +12.3% | -23.5% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling